As a Member of the St. James's Place Partnership, we have access to a number of key individuals within the St. James's Place Wealth Management Group, including those on this page, who play an important role in providing support to our business.
Tony has spent almost 19 years at St. James’s Place within Business Development in a wide variety of markets from Estate Planning, Protection, Trustee Investment Planning, Long Term Care, Offshore Trusts* and the Small Business market.
Andrew Stokes has been working in Financial Services since 1986 and has specialised in retirement planning since 1988. He is currently Head of Pensions at St. James’s Place, where he has been working since 1994. Andrew has qualified as an Associate of the Pensions Management Institute and as a Chartered Financial Planner.
Rob has worked in the financial services sector for the past twenty years, nine of these with St. James’s Place. He is specialist in retirement planning and has a vast experience of dealing with clients affairs as they look to make the most of their hard earned pension savings. Rob assists me with my clients who require his specialist skills and knowledge and explains what can be a complex topic in a straightforward manner, thus providing expert advice to provide them with clarify in the future pension planning.
